Terrybear is the leading source for beautiful, handcrafted cremation urns and memorials. Distributors, funeral homes, families and pet owners recognize and trust the Terrybear name for quality, beauty, value and professional and courteous customer service.

Terrybear continually invests in new urn designs, quality improvements and technology. That technology investment also extends to the systems they use to manage their business. As their business has grown, so have their accounting and distribution software needs. When it became apparent that Terrybear was outgrowing their accounting system, they turned to their trusted advisors at BASM for guidance. Terrybear wanted a solution which included integrated CRM with sales lead tracking so all processes could be managed in one system. They also needed a way to integrate outside shipping information (such as FedEx and UPS) into their accounting and warehouse management software to streamline the process and eliminate duplicate data entry. Fran Bistodeau, Director of Operations at Terrybear stated, “We needed to automate and integrate our systems so everything resided in one place for better visibility, reporting and to be able to make more informed decisions.”

After a thorough needs and business process assessment, and after looking at a number of solutions, BASM and Terrybear agreed that Microsoft Dynamics NAV would be the best fit for Terrybear’s current needs and would be able to grow with them as their needs change. “Terrybear’s change management team, including product development, sales, purchasing, accounting, warehouse, shipping, and senior management did an impressive job of identifying needs ahead of time,” said Ron at BASM.

Find out how the implementation went, and see the 8 major processes that were improved and streamlined thanks to BASM and the new Microsoft Dynamics NAV system.